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Home > Retirement Planners > colorado > denver > CLASS VI FAMILY OFFICE, LLC
CLASS VI FAMILY OFFICE, LLC
255 Fillmore Street
Suite 500
Denver, Colorado 80206
Tel: 303-243-5619
About CLASS VI FAMILY OFFICE, LLC
CLASS VI FAMILY OFFICE, LLC, formally registered with the SEC as CLASS VI FAMILY OFFICE, LLC. The firm was established in 10/27/2017. They have over 1 offices throughout the country.
CLASS VI FAMILY OFFICE, LLC is a Denver, Colorado based Financial Planning firm with nearly $1,190,366,969 assets under management, offering retirement planning & investment advisory services to 694 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285035 |
| SEC# | 801-111938 |
| Assets Managed by Firm | $1,190,366,969 |
| No. of Clients | 694 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 694 | $1,190,366,969 |
| Individuals (other than high net worth individuals) | 51 | $14,870,091 |
| High net worth individuals | 114 | $1,157,890,118 |
| Corporations or other businesses | 5 | $17,606,760 |
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